MA

Mutual Advisors Portfolio holdings

AUM $4.66B
1-Year Est. Return 17.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.54B
AUM Growth
+$536M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,348
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$22.9M
3
+$18.3M
4
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$16.6M

Top Sells

1
+$16.9M
2
+$15.6M
3
+$11.6M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.9M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.19M

Sector Composition

1 Technology 11.91%
2 Financials 6.15%
3 Communication Services 3.22%
4 Healthcare 3.14%
5 Consumer Discretionary 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$763K 0.02%
5,758
+2,023
677
$761K 0.02%
64,365
+1,415
678
$761K 0.02%
+26,426
679
$754K 0.02%
4,159
-417
680
$750K 0.02%
4,139
-279
681
$749K 0.02%
+18,419
682
$749K 0.02%
+20,276
683
$745K 0.02%
44,324
+6
684
$744K 0.02%
7,263
+2,887
685
$742K 0.02%
+22,211
686
$729K 0.02%
14,085
+6,767
687
$727K 0.02%
16,225
-399
688
$727K 0.02%
24,679
+6,073
689
$726K 0.02%
4,509
-48
690
$725K 0.02%
10,479
-1,952
691
$723K 0.02%
88,977
-2,919
692
$722K 0.02%
17,502
+3,864
693
$718K 0.02%
1,496
+283
694
$717K 0.02%
7,659
+1,761
695
$712K 0.02%
9,112
-124
696
$711K 0.02%
1,484
+104
697
$711K 0.02%
9,087
-1,428
698
$710K 0.02%
25,485
-1,050
699
$704K 0.02%
3,777
-182
700
$704K 0.02%
11,250
+959
26 27
28
29 30